Health Invoice Template

Health-related invoices often need to function as both a bill and a receipt. Clear documentation helps patients, caregivers, and insurers understand what was provided.

Provider details

• Clinic or practice name
• Provider/practitioner name (if applicable)
• Practice address and contact details
• License/registration number (optional where relevant)

Patient/customer details

• Patient name (or responsible party)
• Billing address/contact information

Service details

• Appointment type (consultation, follow-up, treatment)
• Service date(s) or service period
• Location of service (clinic, telehealth, home visit)
• Brief service descriptions (keep professional and appropriate)

Charges

• Consultation fees
• Session fees (quantity-based)
• Procedures or add-on services
• Supplies (if applicable)
• Discounts or package credits

Payment and documentation

• Subtotal, tax (if applicable), total due
• Payment status (paid vs. due)
• Receipt note (useful for reimbursement)
• Optional claim/reference number field

Health services are commonly billed using a few simple structures. Choose a model that matches your practice and reflect it in line items.

1) Per-visit billing

• Initial consultation
• Follow-up visits

Simple and common for clinics and independent providers.2) Per-session packages

• Treatment sessions billed in a bundle (e.g., 5-session package)
• Invoice can show “Package purchased” or “Sessions used”

Useful for therapy, physiotherapy, and wellness programs.3) Procedures + add-ons

• Base appointment fee plus add-ons

Examples: assessments, testing, specialized treatments, supplies.4) Membership or recurring plans

• Monthly wellness plan or subscription-like model

Invoice should include the coverage period and what’s included.

Many patients request invoices to submit for reimbursement. While requirements vary by insurer, invoices are often easier to process when they include consistent details.

Helpful fields

• Provider/practice name and address
• Provider name and registration/license number (if applicable)
• Date(s) of service
• Description of service (clear but not overly detailed)
• Amount paid and payment method (if it’s a receipt)
• Claim or reference number (if used)

Tip: Avoid including sensitive medical details on invoices unless required. Keep descriptions professional (e.g., “Consultation” or “Treatment session”) and store clinical notes separately.

A good health invoice protects your practice and reduces billing issues.

• Use consistent naming for services (patients recognize what they booked)
• Separate consultation fees from session packages
• List service dates when sessions occur across multiple days
• Add cancellation policy language if you enforce it
• Keep patient-facing wording simple and respectful
• Include a receipt note when payment is collected at time of service